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Importing Lookup Types and Lookup Codes for Choice Lists ........................................................................................................ 4
Step 1: Create the Import Files with your Lookup Data ............................................................................................................ 4
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You can use file import to insert and update lookup values for Standard, Common, and Set-Enabled lookups. And it can be
done in just a few steps. Here’s how.
Mandatory and Optional Columns for Standard Lookups and Common Lookups
• Lookup Types (the name of the choice list field, such as Account Type)
• Lookup Codes (the values in the choice list, such as Customer, Prospect, Other)
The following tables list information about the data that you should include in your import files for Lookup Types and for
Lookup Codes, including which columns are mandatory.
LookupType|Meaning|Description|ModuleKey|ModuleType
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LookupType|LookupCode|DisplaySequence|EnabledFlag|StartDateActive|EndDateActive|Meaning|Description|Tag
If you are importing the data for a set-enabled Lookup Type, add a ReferenceGroupName column to the Lookup Types data
file and a SetName column to the Lookup Codes file, in addition to above mapping.
1. In the Tools section of the Navigator, click the File Import and Export link.
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2. Click the Upload icon in the Search Results section of the page.
3. Select setup/functionalSetupManger/import from the Account drop-down list, and then browse to and select your
import file.
4. Click Save and Close.
1. Go to Setup and Maintenance and search for the Manage Standard Lookups task or the Manage Common Lookups task.
Click Go To Task.
2. Select Import from the Actions menu in the Search Results section of the page.
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3. In the small Pop up Window that appears, select the Account where you imported the files
(setup/functionalSetupManger/import).
4. Give the full name of the file (or files) to be imported, including the .csv extension. (For example, LookUpType_xxx.csv
and LookUpTypeCode_xxx.csv.)
Note: You can specify just one file if you are importing the codes for an existing Lookup Type. Or, specify both files if you
are importing a new set of Lookup Type and Lookup Code.
5. Click Upload.
6. The file(s) will download and start processing for importing the data.
a. If you specified files for both types and codes, the order of the processing is:
i. Lookup Types
b. For any existing metadata row, the update operation will be performed with new data from the file.
8. You will be able to download the process log file when the process has completed.
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▪ Make sure all mandatory columns and data are in data file.
▪ Make sure that all dates are in the dd/m/yyyy format.
▪ File should be PIPE ‘|’ delimited.
▪ Save the file as a .csv file.
▪ When specifying the files to be imported, provide the full file name, including the .csv extension.
▪ Download and analyze the log file for status and any import errors.
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